Unclaimed
Tonjua Donnelly is a registered representative with Arlington Securities, Inc. She is a seasoned professional with over two decades of experience in the financial services industry. Tonjua has a strong understanding of investment products and strategies, and she is committed to helping her clients achieve their financial goals. Tonjua is registered to conduct business in Missouri. Previously, Tonjua was registered with Nicol Investors Corporation and ThomasLloyd Capital LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Wrap fee accounts
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Wrap fees
1
2
MO
02/04/2010 - Present
Arlington Securities, Inc. (DARDEINNE PRAIRIE MO)
MO
01/07/2009 - 01/27/2010
NICOL INVESTORS CORPORATION (O'FALLON MO)
NY
07/27/1998 - 12/31/2008
THOMASLLOYD CAPITAL LLC (PLEASANTVILLE NY)
BC
Issued 10/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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